Duco shows results categorised as "Matched", "Partial Matches", "Unmatched", "Excluded", "Error", etc. Normally, you want to see all these results, but in some cases, you are really interested only in some of the results, for example only the partial matches. Duco, for this reason, has a Result control screen that enables you to turn off reporting for some results categories.
Results that are turned off are also not included in the Excel reports, which can result in much smaller Excel files. This, for many users, is a valid reason for turning off reporting for some result categories.
You can download the example data used in this example at the bottom of the article.
Example
Consider the following data sets:
Data Set A contains more records than Data Set B. The aim of the process is to check that for each record in Data Set B, there is a corresponding record in Data Set A. It is expected that many records in Data set A will not appear in Data Set B. Running the matching process in the usual way gives the following results:
As you would expect the match results contain the "Matched", "Partially matched" and "Unmatched" results.
Let's say that we are not interested in the "Unmatched" results. However, given the nature of our data, we'll always have a lot of unmatched results, which we really don't need to look at.
We can turn off the reporting of "Unmatched" items by following these steps:
- Click on Settings → Results control
- Click on Off for "Unmatched" results for data set A and B
Running the process again with the same data produces the following results:
Note that the screen above does not include the "Unmatched" results category in the results bar on the left of the screen. If you generate an Excel report for these results, you'll obtain the following:
Again, you can see that the excel report does not include the "Unmatched" results.
Report duplicate and filtered items separately
In generic reconciliation processes, you can choose what data you want to report through result control. Data that are deemed as duplicates (rows of data that have the same values for all record tracking keys) often require investigation and manual actions, whereas data meeting your filter rules criteria can simply be ignored. You can choose to report them separately, giving you the flexibility to minimise noise in the result data and help focusing investigation efforts.
